FIRST TR EXCH TRADED FD III's ticker is FPE and the CUSIP is 33739E108. A total of 399 filers reported holding FIRST TR EXCH TRADED FD III in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,042,052 | +4.9% | 503,572 | +4.9% | 3.06% | +6.0% |
| Q2 2023 | $7,664,493 | -5.3% | 479,931 | -5.4% | 2.88% | -2.0% |
| Q1 2023 | $8,096,408 | -4.5% | 507,294 | +0.5% | 2.94% | -1.3% |
| Q4 2022 | $8,481,637 | -99.9% | 504,859 | -5.4% | 2.98% | -10.9% |
| Q3 2022 | $8,908,625,000 | +95856.8% | 533,450 | -1.0% | 3.35% | -2.5% |
| Q2 2022 | $9,284,000 | -6.2% | 538,830 | +3.6% | 3.43% | +10.4% |
| Q1 2022 | $9,893,000 | +8.2% | 520,206 | +15.6% | 3.11% | +10.9% |
| Q4 2021 | $9,141,000 | +110.3% | 449,855 | +112.6% | 2.80% | +93.8% |
| Q3 2021 | $4,346,000 | – | 211,609 | – | 1.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Southern Wealth Management, LLP | 1,563,906 | $32,373,000 | 9.34% |
| Trinity Legacy Partners, LLC | 1,181,665 | $24,413,000 | 8.97% |
| Milestone Advisory Partners | 808,893 | $16,663,000 | 8.78% |
| PEAK FINANCIAL ADVISORS LLC | 394,408 | $8,125,000 | 6.99% |
| Summit Financial Wealth Advisors, LLC | 1,330,142 | $27,401,000 | 6.19% |
| ShoreHaven Wealth Partners, LLC | 543,226 | $11,190,000 | 6.01% |
| Flaharty Asset Management, LLC | 1,319,652 | $27,185,000 | 5.81% |
| Elevation Capital Advisory, LLC | 432,497 | $8,907,000 | 5.00% |
| GRIMES & COMPANY, INC. | 5,394,473 | $111,126,000 | 4.82% |
| STRINGER ASSET MANAGEMENT, LLC | 233,833 | $4,817,000 | 4.77% |